Hey Reader,

Last month I was looking through my business account and noticed a ClickUp charge that didn’t match what I normally pay.

My first thought was that they’d raised their prices. They hadn’t. When I dug in, I found I had added a new team member and set her up as the wrong type of user. That one small setup mistake meant I was paying for something I didn’t need, and it would have kept renewing every month without anyone noticing.

It wasn’t a huge amount. But I only caught it because I look at my money regularly (and by regularly I mean daily...really). If I’d been checking once a quarter, or waiting for someone else to flag it, that charge would have kept adding up.

Rachel Rodgers talks about this in her books. Knowing your numbers isn’t something you hand off completely, even when you have great support. You’re the CEO, and you need to see what’s coming in and what’s going out.

Why this matters more than it seems

• Small leaks add up. Forgotten subscriptions, duplicate tools, extra seats, free trials that rolled into paid plans.
• Mistakes don’t announce themselves. Mine was my own error, not ClickUp’s. Nobody was going to call me about it.
• Looking makes money less scary. Avoiding your numbers makes money feel bigger and scarier than it is. Looking at them regularly makes them familiar.

A simple 15-minute money check-in

1. Open your business bank and credit card accounts.
2. Scan every charge from the past week. Do you recognize it? Is it the amount you expected?
3. Flag anything that looks off and deal with it that same day.
4. Once a month, list every recurring subscription and ask two questions: Am I still using this? Is it set up the way it should be?

Your decision this week: When did you last look at every charge on your business accounts? If you had to stop and think, block 15 minutes on your calendar this week and make it a standing appointment. Start with once a week. The more you do it though, the less time it takes.

Want to know where your bigger leaks are?

A weekly check-in catches the small charges. If you suspect something bigger, or money is the part of your business you avoid looking at, book a Money Momentum Session. You don’t need your spreadsheets or bank statements. In 45 minutes, we use a diagnostic to find where profit is slipping away, whether that’s in your sales, your money habits, or how you spend your time as CEO. You’ll leave knowing exactly where to focus first.

​Book your Money Momentum Session​

Talk soon,

Shauna Lynn Simon — CEO, SLS Coaching (866) 661-6711

THE BUSINESS COACH FOR ACCIDENTAL CEOS

---

PS If reading this made you want to close the email instead of open your bank account, that’s worth paying attention to. A Money Momentum Session is a no-judgment place to start. Book here​